WALLACE JOHN ROBERT appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WALLACE JOHN ROBERT appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SILVER OAK SECURITIES, INC. | SHAREHOLDER | JACKSON, TN |
| — | Form ADV | ENVESTNET PORTFOLIO SOLUTIONS, INC. | CHIEF FINANCIAL OFFICER | BERWYN, PA |
| — | Form ADV | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | DIRECTOR | HONG KONG |
| — | Form ADV | SECURITIES EVALUATION SERVICE INC | VP,TREAS.,SECY.,CFO,DIRECTOR | WHEATON, IL |
| — | Form ADV | WWC CAPITAL GROUP, LLC | MANAGING MEMBER | — |